LWANC
Laurel Wealth Advisors (North Carolina)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
433,631
+432,449
| +36,586% | +$1.11M | 0.02% | 248 |
|
|
2025
Q1 | $390K | Hold |
1,182
| – | – | 0.06% | 138 |
|
|
2024
Q4 | $429K | Sell |
1,182
-50
| -4% | -$18.1K | 0.07% | 131 |
|
|
2024
Q3 | $482K | Buy |
1,232
+181
| +17% | +$70.8K | 0.08% | 125 |
|
|
2024
Q2 | $350K | Hold |
1,051
| – | – | 0.06% | 137 |
|
|
2024
Q1 | $385K | Sell |
1,051
-350
| -25% | -$128K | 0.07% | 133 |
|
|
2023
Q4 | $414K | Hold |
1,401
| – | – | 0.08% | 124 |
|
|
2023
Q3 | $382K | Sell |
1,401
-36
| -3% | -$9.83K | 0.08% | 126 |
|
|
2023
Q2 | $354K | Hold |
1,437
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $329K | Buy |
1,437
+867
| +152% | +$198K | 0.07% | 135 |
|
|
2022
Q4 | $137K | Hold |
570
| – | – | 0.03% | 181 |
|
|
2022
Q3 | $94K | Hold |
570
| – | – | 0.02% | 203 |
|
|
2022
Q2 | $102K | Hold |
570
| – | – | 0.02% | 201 |
|
|
2022
Q1 | $127K | Hold |
570
| – | – | 0.03% | 199 |
|
|
2021
Q4 | $118K | Hold |
570
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $109K | Hold |
570
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $124K | Hold |
570
| – | – | 0.03% | 198 |
|
|
2021
Q1 | $132K | Hold |
570
| – | – | 0.03% | 183 |
|
|
2020
Q4 | $104K | Buy |
570
+30
| +6% | +$5.47K | 0.03% | 192 |
|
|
2020
Q3 | $81K | Hold |
540
| – | – | 0.02% | 199 |
|
|
2020
Q2 | $68K | Hold |
540
| – | – | 0.02% | 209 |
|
|
2020
Q1 | $63K | Hold |
540
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $80K | Hold |
540
| – | – | 0.03% | 205 |
|
|
2019
Q3 | $68K | Hold |
540
| – | – | 0.02% | 217 |
|
|
2019
Q2 | $74K | Hold |
540
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $73K | Hold |
540
| – | – | 0.03% | 201 |
|
|
2018
Q4 | $69K | Buy |
+540
| New | +$69K | 0.03% | 191 |
|